Helping your Business Grow

by William D. Strickland, J.D., C.S.P.G.

Your clients depend on your experience and expertise to preserve and grow assets and safeguard their legacies. But how do you maintain and grow your own book of business? You can achieve that goal by providing the competent and objective counsel your clients and prospects need to address all of their concerns and goals.

The California Community Foundation is proud to be your partner when opportunities to grow your business require you to know more about how philanthropy can minimize taxes, afford control & flexibility over charitable assets and honor clients’ values as they maximize the transfer of their wealth.  Our advisor services can help you:

1. Identify opportunities to determine when clients’ objectives could include promoting their own values or supporting charitable causes;
2. Offer a suite of charitable vehicles that provide your clients with multiple options for achieving their charitable goals in the manner they desire;
3. Confidently describe the tax benefits associated with any charitable arrangement your client might wish to pursue.
   

CCF’s staff members are Los Angeles’ recognized experts in charitable giving, with a focus on providing you and your clients with high-touch services and high-quality solutions. As your philanthropic partner, we are committed to helping  you to deepen your client relationships and grow your own business over time.

William D. Strickland is a senior development officer for the California Community Foundation. To learn more about CCF advisor services, visit calfund.org/advisor.